CRM Administrator

• Serve as the primary administrator and point of contact for the sales CRM, including users, roles, permissions, fields, and page layouts, within established platform governance
• Own data integrity by setting data entry standards, running regular audits, and leading cleanups for duplicates and incomplete records
• Maintain account ownership, territory assignments, and customer hierarchies as territories and the organization evolve
• Document system configurations, processes, and changes
• Make performance status visible and easy to read so leaders can see what’s on track and what needs attention
• Train new sales hires and new managers on CRM use as part of their onboarding
• Create and maintain user guides, quick-reference materials, and short training content
• Monitor usage and data completeness by team and rep, and partner with sales managers to close gaps
• Collect user feedback and turn it into improvements that make the system easier to use in the field
• Design and maintain workflows for lead capture and routing, including leads from field service technicians and other internal sources to our inside sales team
• Coordinate how data moves between the CRM, our order management and workflow platform (VSimple), and marketing automation (Eloqua), and reduce duplicate data entry wherever possible
• Map current sales processes, find friction points, and recommend practical improvements
• Work with IT and Marketing on system changes, releases, and cross-functional requirements
• Performs related duties as assigned or as the situation dictates.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• 3+ years of hands-on administration experience with a major CRM platform (Oracle, Salesforce, Microsoft Dynamics, HubSpot, or similar)
• Proficient in Microsoft Office products including Outlook, PowerPoint, Excel, Access, Publisher and Word.
• Strong reporting and dashboard-building skills
• Advanced Excel skills (pivot tables, lookups, data cleanup)
• Experience supporting a B2B sales team, ideally field or outside sales
• Ability to translate business needs into practical system solutions without relying on custom code
• Clear communication skills and the ability to train non-technical users patiently and effectively
• Strong attention to detail and a sense of ownership over data quality
• Occasional travel to branch locations

Preferred Qualifications:

• Experience with Oracle CX/Oracle CRM or Eloqua
• Experience with BI tools such as Power BI or Tableau
• Background in equipment dealership, distribution, or industrial sales environments
• Process improvement training or experience (Lean, Six Sigma, or similar)
• Platform administrator certification

Salary: 75K per year